News & Insights

Frost Funds Named Best U.S. Taxable Bonds Funds for the 3rd Consecutive Year by Investor’s Business Daily

We’re pleased to share that the institutional class of the Frost Credit Fund and Frost Total Return Bond Fund have been awarded top-performing U.S. taxable funds by Investor’s Business Daily for the 3rd consecutive year in 2025. This recognition highlights the best bond funds based on short-and long-term outperformance of the Bloomberg U.S. Aggregate Bond Index (a broad-based fixed-income index tracking the performance of the U.S. investment-grade bond market) over the last one-, three-, five- and 10-year periods as of December 31, 2024.

For more insight and to view the full article, visit the Investor’s Business Daily 2025 funds study. This award proudly reflects Frost Investments Advisors’ relationship-first approach and its steadfast performance, consistent risk-adjusted returns and excellent stewardship. At Frost, our investment professionals design financial solutions for our clients based on decades of combined investing experience, with expertise across a wide range of industries and sectors.

*As of December 31, 2024.

Past performance is no guarantee of future results. Investors Business Daily Best Mutual Funds are determined annually.

Investment products are not FDIC insured, are not a deposit or obligation of Frost Bank, and involve risk including possible loss of principal.
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Frost Investment Advisors, LLC provides services to its affiliates, Frost Wealth Advisors, Frost Brokerage Services, Inc. and Frost Investment Services, LLC. Services include market and economic commentary, recommendations for asset allocation targets and selection of securities; however, its affiliates retain the discretion to accept, modify or reject the recommendations.

Frost Wealth Advisors (FWA) is a division of Frost Bank [a bank subsidiary of Cullen/Frost Bankers Inc. (NYSE: CFR)]. Brokerage services are offered through Frost Brokerage Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Frost Investment Services, LLC, a registered investment adviser. Both companies are subsidiaries of Frost Bank.

To determine if this fund is an appropriate investment for you, carefully consider the fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information may be found in the fund’s full or summary prospectus, which may be obtained by calling (800) 438-4891 ext. 54443. Please read the prospectus carefully before investing.

Mutual fund investing involves risk including possible loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. There can be no assurance that the fund will achieve its stated objectives.

The Frost mutual funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr., Oaks, PA 19468, which is not affiliated with Frost Investment Advisors or its affiliates.